SPTM icon

SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

298 hedge funds and large institutions have $1.75B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
298
Holders Change
+17
Holders Change %
+6.05%
% of All Funds
6.13%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.76%
New
41
Increased
105
Reduced
115
Closed
22
Calls
$1.37M
Puts
$374K
Net Calls
+$996K
Net Calls Change
+$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$120M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.8M
3
TF
3
TRH Financial
Iowa
$30.9M
4
PAG
4
Private Advisor Group
New Jersey
$50M
5
BIP
5
Blueprint Investment Partners
North Carolina
$36.2M

Top Sellers

1
AFG
1
Affinia Financial Group
Massachusetts
$3.01M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$512K
3
WEPOG
3
Wealth Enhancement & Preservation of GA
Georgia
$6.73M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAM
301
First Ascent Asset Management
Colorado
– – -74,704 Closed
AW
302
ACG Wealth
Georgia
– – -59,117 Closed
HR
303
Hayden Royal
North Carolina
– – -27,963 Closed
AFP
304
Ausdal Financial Partners
Iowa
– – -18,313 Closed
GBBWRPM
305
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– – -7,896 Closed
KWM
306
Kingsview Wealth Management
Oregon
– – -7,829 Closed
DAS
307
Dynamic Advisor Solutions
Arizona
– – -7,337 Closed
Renaissance Technologies
308
Renaissance Technologies
New York
– – -7,300 Closed
PWM
309
Paulson Wealth Management
Illinois
– – -7,202 Closed
AIC
310
Ameritas Investment Company
Nebraska
– – -2,022 Closed
GSWM
311
Golden State Wealth Management
California
– – -1,894 Closed
FGAM
312
Financial Gravity Asset Management
Texas
– – -1,145 Closed
SFSG
313
Stearns Financial Services Group
North Carolina
– – -858 Closed
RCA
314
Ranch Capital Advisors
Florida
– – -849 Closed
NFG
315
Next Financial Group
Texas
– – -792 Closed
SL
316
Salomon & Ludwin
Virginia
– – -660 Closed
CAN
317
Claraphi Advisory Network
United States
– – -480 Closed
AA
318
Advisory Alpha
Michigan
– – -354 Closed
EWP
319
Engrave Wealth Partners
Texas
– – -135 Closed
AIS
320
Accurate Investment Solutions
Pennsylvania
– – -63 Closed
GI
321
Gradient Investments
Minnesota
– – -41 Closed
9 10 11 12
13